Financial planning is the process of evaluating your full financial picture—income, assets, liabilities, risk exposure, and goals—to create a structured strategy for managing money over time. It helps individuals and organizations make informed decisions about saving, investing, taxes, insurance, and long-term objectives. The goal is to provide clarity, reduce uncertainty, and align financial decisions with both current needs and future outcomes.

Portfolio management is the process of building and overseeing an investment portfolio aligned with an investor’s goals, risk tolerance, and time horizon. It involves asset allocation, investment selection, ongoing monitoring, and periodic adjustments to manage risk and pursue long-term objectives.

Insurance risk management is the process of identifying financial risks and using appropriate insurance solutions to help protect against potential loss. It involves evaluating coverage needs, selecting suitable policies, and coordinating insurance as part of an overall financial strategy to reduce uncertainty and enhance financial stability.

MKP Entertainment Partners provides strategic and operational support across film, television, music, and live events. The firm works with creators, talent, and production teams to manage partnerships, sponsorships, and production infrastructure—helping creative projects operate efficiently while maintaining professional oversight.

The Business Solutions Group supports organizations with financial structure, operational planning, and employee-focused solutions. We work with businesses to strengthen internal systems, manage risk, and implement financial strategies that support long-term stability and growth.

Nexfolio Alliance™ is a structured account transition program designed to help advisory firms responsibly transition small, low-value, or orphaned accounts. The program provides a compliant, turnkey solution that reduces operational burden while ensuring clients continue to receive professional financial planning and investment management services.